Share the personal budget system source code (including instructions)

I. Description

This document describes how to use a budget system.

The budget system can be used to manage the account amount, including account management, expense records, income records, expenditure categories, income classifications, transfers, account sealing, expense configuration, storage plans, and plan management.

The source code and documentation are personal originals and are for personal learning only. Do not use them for other commercial purposes. For reprinting and sharing, please indicate the source! O (∩ _ ∩) O thank you!

2. Applicable Platform

Windows ALL,. Net formwork4.5, mssql2008 R2 and later, iis7,

 

Iii. Application Technology

Mvc.4.5, EF, T4 template, quartz.net scheduled task framework, simple factory mode, three-tier architecture, HTML, jquery, jquery UI, and crystal report.

If you are studying MVC, you can refer to it or use it for personal account management.

I. Function details

• Login

You can enter the user name and password to remember the password and click "Log on" to enter the homepage. (You do not need to log on to the homepage, but click "function" to go To the logon page, return to the feature page you selected .)

 

• Home Page

Includes function menu items and statistical reports. A report appears cyclically in the form of a scroll. You can select a specific report to view, or click a report to go to its details page.

 

 

• Account Management

Add, delete, modify, query, transfer,

 

Add account

You can enter the initial account amount. After the account is successfully added, an additional revenue flow will be added to the income.

• Income Classification

Adds, deletes, modifies, and queries revenue types.

Add scheduled income

You can choose a fixed income task, such as a fixed salary and a fixed monthly amount (which can be adjusted during the modification ). Generation time, so that you do not need to manually add a salary flow record every month. (Currently, only monthly generation is supported)

 

• Expenditure classification

You can also configure automatic generation of expenditure, which is the same as that of income.

• Expenditure records

Add, delete, modify, and query the expenditure flow (the expenditure flow that has been closed cannot be modified ).

You can query by date and category.

 

Add Flow

After addition, the amount and expenditure name are cleared and the remaining items are retained, saving the customer's repeated income.

• Revenue records

Add, delete, modify, and query revenue

It is consistent with the expenditure, but does not have the condition query function.

• Account Sealing

You cannot change the number of accounts recorded before the sealing date!

Note! When you change the sealing date, the new sealing date cannot be later than the current time or earlier than the last sealing time.

• Transfer

Transfers funds between accounts.

 

• Expenditure Configuration

With the expense configuration function, you do not have to record the small amount of money for each meal in detail.

You can use the expenditure configuration to generate an average daily food consumption.

First, you select the time interval you want to configure, and then select the account that you want to spend and click query to display all the consumption of the account during this period, the amount before the start date and the latest balance are displayed, and the expenditure category to be configured is selected, you only need to enter the real balance of the end time of your account to "account balance" and click Submit, the system will use the difference between the original month and your balance and divide the daily consumption records divided by the total number of days to add them to the flow.

 

 

• Plan Management

You can use plan management to create a deposit plan,

Add plan

There is a priority in the plan. When the amount is insufficient and there are multiple plans, the plan with a higher priority will first be satisfied (1-5: High-low );

• Detailed plan

The detailed plan contains savings records for all months in each plan; these records are generated when the plan is created, when the plan is executed to this month, the system will automatically extract the corresponding amount from the income to fill in the plan, and the implementation amount will change.

• Reports

Income Report:

The report page is displayed after you click income statistics;

You can query report data based on conditions.

The proportion of the income category is shown at the bottom of the Report page;

Expenditure report

Expenditure proportion chart clearly reflects the proportion of expenditure categories of items;

Plan Report

The planned report shows the expected amount and completion amount of each month.

Percentage of each plan displayed in the pie chart to the total amount of all plans.

 

Ii. Development Stage Description

Develop, test, and complete the system module!

The development stage has ended, and the system maintenance and function expansion are challenging.

Iii. Database Structure

 

 

Iv. user applications

Procedure:

 

1. First create a database: SQL database

2. Run myyusuan. edmx. SQL under model to create a database table;

3. Modify the link string in the configuration file;

4. Generate and check for any errors;

5. If there are no errors, you can view the website in the debugging status of the Execution Department and publish the website to the local machine after the problem is fixed;

6. Because the system operation depends on the initial data, do not delete the initial data,

7. You can modify the code if you have any questions.

8. When publishing a website, pay attention to the release of report files.

Add an account, income category, and expenditure category, and then add income flow and expenditure flow.

It is relatively simple and will not be described in detail.

V. user feedback

You can send feedback via email or QQ number;

Email: [email protected];

QQ: 976119802;

Blog: http://www.cnblogs.com/stjwy/

Developer: Jiang wenyuan

The source code and documentation are personal originals and are for personal learning only. Do not use them for other commercial purposes. For reprinting and sharing, please indicate the source! O (∩ _ ∩) O thank you!

 

Finally, --------------------------- Thank you for using it! ------------------------------------

Source code: http://pan.baidu.com/s/1o6kbX26

Description: http://pan.baidu.com/s/1kTzHkdp

 

Share the personal budget system source code (including instructions)